See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 8-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $203,728 | $52,380+288.9% | $98,755+106.3% | $85,850+137.3% |
| Participation rate | 67.9% | 58.0%+9.9pp | 65.7%+2.1pp | 69.3%-1.5pp |
| Annual return | 10.85% | 25.82%-15.0pp | 49.91%-39.1pp | 318.53%-307.7pp |
| Employer contribution / active EE | $7,471 | $1,337+458.6% | $2,067+261.3% | $2,565+191.2% |
| Participant deferral / active EE | $3,307 | $2,101+57.4% | $3,035+8.9% | $3,952-16.3% |
| Admin fee / account holder | $3,314 | $3,865-14.2% | $4,076-18.7% | $6,260-47.1% |